+49.9%
MSTR vs CHD
+30.9%
+19.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -0.3% |
| 7D | -1.2% | +2.0% | -3.2% | -1.2% |
| 30D | -15.9% | +13.0% | -28.9% | -15.8% |
| 3M | +33.1% | +6.1% | +27.0% | +33.3% |
| 6M | -31.0% | +15.9% | -46.8% | -31.0% |
| YTD | -15.1% | +31.6% | -46.8% | -16.2% |
| 1Y | -45.6% | +28.5% | -74.1% | -46.2% |
| 3Y | +180.5% | +30.5% | +150.1% | +158.5% |
| All | +49.9% | +30.9% | +19.0% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CHD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling